Saving Selected Text to a New Text Document - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Integration for Epic

Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Standard
Premier

Text documents allow the saving of a selected line, column, or block of text when viewed in the OnBase Web Viewer.

To save selected text to a new text document:

  1. Open a text document in the OnBase Web Viewer.
  2. From the control toolbar, select one of the following options from the Text Selection drop-down list:
    Option Description
    Line

    Selects a portion of the text document by line.

    Do one of the following:

    • Click a line on the document to select a single line of text.
    • Click and drag from one line to select multiple lines of text.
    Column

    Selects a portion of the text document by column.

    Do one of the following:

    • Click a column on the document to select a single column of text.
    • Click and drag from one column to select multiple lines of text.
    Block

    Selects a portion of the text document by a custom block.

    Click and drag in any direction to increase or decrease the size of the box to include a certain portion of text.

  3. After the text selection is made, click Text Actions from the control toolbar and select Save Selected As.
    The Save Selection Options dialog box is displayed.
  4. Select from the following options as needed:
    Option Description
    Text Range Specifies the range of content to select on the text document. The following options are available:
    • All: Saves all content in the text document.
    • Selected: Saves the selected text in the text document.
    • Page: Saves all content within a specified page range.
    Line Conversion Specifies the formatting of the text selection. The following options are available:
    • Make text one paragraph: Saves the text selection in one paragraph. Each line of text is separated by extra spaces.
      Note: If this option is selected, the formatting of the text as it exists in the document is not retained.
    • Maintain each line as a separate line: Saves the text selection with its current formatting.
    Space Conversion Specifies whether the spacing in the selected text should remain as is or should be converted to a tab after a specified amount of spaces. The following options are available:
    • No Conversion: Saves the text selection with all spaces as is from the text document.
    • Convert spaces to a TAB: Converts a specified amount of spaces in the text selection to a tab. Enter the number of spaces in the field to the right. For example, if 2 is entered as the number of spaces, when the text selection is copied, every 2 spaces in the text selection is converted to a tab.
    Form Feed Conversion Specifies whether form feed code remains as is or is converted to a new line. The following options are available:
    • Convert Form Feeds to a new line (CR/LF): Converts form feed code to a line in the selected text when copied.
    • Preserve Form Feeds: Keeps form feed code as is in the selected text.
    Remove Lines Specifies whether text from the top or bottom of each page should be removed. The following options are available:
    • Remove Header Line: Removes text from the top of the page of the selected text.
    • Remove Footer Line: Removes text from the bottom of the page of selected text.
    Note: The number of lines removed from the header and footer are determined by the Report header line and Report footer line values set for the Document Type on the View/Print Options dialog box in the OnBase Configuration module. For more information on these values, see the System Administration documentation.
  5. Click Save. The selected text is saved to a new text document. By default, the new text document is saved to your Downloads folder.